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SUPERLIFE KIWISAVER SCHEME

Australian Top 20 Fund — history

Quarterly readings of fees, 1-year and 5-year returns sourced from each FMA-mandated Quarterly Fund Update. Every QFU PDF is kept on file so the chart back-fills as more periods are ingested.

Quarters captured
28
Earliest period
30 June 2019
Latest period
31 March 2026
Latest fee
0.59%

Returns over time

Annual return after fees and tax (1-year) and 5-year average annual return, as published in each Quarterly Fund Update.

Fees over time

Total annual fund charges. Falling fees (or steady, if low) are a key signal.

Per-quarter readings

PeriodAnnual fee1-year return5-year avg returnFund sizeMembers
31 March 20260.59%25.2%10.12%$7.0M598
31 December 20250.59%11.97%10.3%$6.6M594
30 September 20250.59%11.27%12.96%$6.7M606
30 June 20250.59%9.26%10.72%$6.0M597
31 March 20250.59%2.41%12.83%$5.6M612
31 December 20240.59%11.86%8.55%$5.9M606
30 September 20240.59%22.48%7.75%$5.6M585
30 June 20240.59%12.62%6.92%$4.8M550
31 March 20240.59%13.39%8.78%$5.0M553
31 December 20230.59%11.41%9.55%$4.5M548
30 September 20230.59%5.57%5.36%$4.2M565
30 June 20230.59%8.2%5.88%$4.3M580
31 March 20230.59%-0.77%8.03%$4.1M580
31 December 20220.59%1.14%5.63%$3.3M522
30 September 20220.59%1.41%6.29%$3.1M497
30 June 20220.59%-3.59%6.63%$3.3M493
31 March 20220.59%12.27%6.65%$3.4M464
31 December 20210.59%15.71%7.66%$3.2M446
30 September 20210.59%26.05%8.11%$3.1M440
30 June 20210.59%29.6%10.66%$3.3M446
31 March 20210.59%41.35%8.16%$2.9M396
31 December 20200.59%3.35%6.1%$2.4M374
30 September 20200.59%-12.12%3.76%$2.1M369
30 June 20200.59%-8.27%$2.0M372
31 March 20200.59%-14.7%$1.6M319
31 December 20190.59%17.08%$1.5M301
30 September 20190.59%9.48%$1.5M280
30 June 20190.59%7.3%$1.3M263

Data sources

  • FMA Disclose register — Quarterly Fund Updates
  • Provider websites — issuer-published QFU PDFs

Past performance is not a reliable indicator of future returns. General information only — not financial advice.

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